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Global Financial Private Client’s United Bankshares UBSI Stock Holding History

Global Financial Private Client’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20
Closed -$693 – 1507
2025
Q1 		$693 Buy
20
+12
+150% +$440 ﹤0.01% 1167
2024
Q4 		$300 Buy
+8
New +$315 ﹤0.01% 1119

Other funds holding UBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Global Financial Private Client's UBSI Position: Q2 2025 in Review

Global Financial Private Client sold out of United Bankshares (UBSI) in Q2 2025, closing a stake of 20 shares — an estimated $693 sold.

Global Financial Private Client first reported a position in UBSI in Q4 2024 and held it in 2 quarters. The position peaked at $693 in Q1 2025. 364 funds tracked by Wall St. Rank hold UBSI as of Q2 2025.

  • Global Financial Private Client reported no remaining United Bankshares position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 20 United Bankshares shares in Q2 2025, an estimated $693.
  • Global Financial Private Client first reported a position in United Bankshares in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's United Bankshares position peaked at $693 in Q1 2025.
  • 364 funds tracked by Wall St. Rank held United Bankshares as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.